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 OK, how about this, then: Selecting a sales rep triggers 3 actions: Retrieve SalesRepName from the Sales Rep table where the "Initial" field is equal to the sales rep value from the screen. Retrieve the UserName field from the Users table where the "Entity" field is from an action result (resultEntityName). I am ...

 I've tested that already and I still get an error. None of the reps have a problem - including the manager - after I press OK and clear the error. I just  select a sales rep and the numbers/activities are shown correctly for all reports. It's only on the initial load where the gereration of report4 fails...

 There's a hidden refresh button that is activated on screen load. The first 3 reports refresh fine. The initial load for the 4th doesn't initially work, but then works when I select a rep ID.

 OK, the manager has a sales rep ID which I added to the dropdown list (from the SalesRepFilter table). I also made the dropdown default to the manager sales rep ID. After unhiding everything, the sales rep list field now shows 5 reps (4 + manager), the dropdown shows the manager sales rep ID and the Assigned To field now shows the ...

 OK, thanks - a little more... Report 4 really only has 2 fields that associated actions use for defining/filtering: "AssignedTo" and "Date" functions (the past 4 weeks). The "AssignedTo" field is populated using the "User - UserName" value from the screen. When I unhide all the fields and log in as ...

 My dashboard tab has a "Refresh" button in the header that is activated OnScreenLoad. After playing around with a copy of the dashboard, I traced the error message to a specific report "Report4". This particular report shows activities by "AssignedTo" (ie. by username). Upon login as the manager, as ...

When logging in and looking at my "Dashboard" tab I receive the following error message: "Error^Action Sequence Order:^ERROR: There was an unspecified error loading the report. Please check your Generate Report action to ensure all filters are setup properly, and that the report loads correctly in the report ...

Maybe I'm missing something, but is it possible to copy the Twitter, Facebook, etc. logos in the CRM_Contacts screen to my custom "New Contact" screen? They're not on my screen and it does not appear to be an object that I can select to add to the screen. Obviously I can pull the fields from the appripriate ...

 IE 9 and Firefox. Strangley, the grids now load if I: Create a new invoice in the "Stock" Method Mobile Invoice screen Add items and view the grid on the "Amount" tab. Edit the item in the custom mobile screen. The grids load here as well I think it had something to do with an empty grid and trying to create an ...

 Actually, I'm just viewing the mobile screen on my laptop while I'm logged into the regular version. Or when I log in on my laptop into the mobile version. Either way, the grids don't load.